Institutional Ownership Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 661,959 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
249,418
shares
|
$0
1.58% of portfolio
|
Q1 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
182,576
shares
|
$0
0.01% of portfolio
|
Q3 2023
Reduced 12.08%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
77,702
shares
|
$0
0.43% of portfolio
|
Q2 2022
Added 545.74%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
55,712
shares
|
$0
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
38,382
shares
|
$0
0.0% of portfolio
|
Q3 2022
Added 22.49%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
18,025
shares
|
$0
0.04% of portfolio
|
Q4 2021
Added 2.41%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,247
shares
|
$0
0.01% of portfolio
|
Q2 2022
Added 2.48%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,323
shares
|
$0
0.04% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
10,695
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 10.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,240
shares
|
$0
0.0% of portfolio
|
Q1 2020
Added 18.97%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,260
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Walnut Private Equity Partners, LLC
|
Oct 07, 2024 Q3 2024 |
345
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
33
shares
|
$0
0.0% of portfolio
|
Q3 2020
Reduced 38.89%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2023
Reduced 99.98%
|